Overview
ITM workflows are primarily driven by system status events configured in ITM Setup. These rules determine when the system schedules compliance checks, sends notifications, or closes compliance workflows.
Occasionally, an AHJ may need to make administrative corrections to a submission, such as updating an address, associating the submission with a newly created occupancy, or accepting a business name suggestion.
When these corrections occur, the system does not rerun the original workflow logic. Instead, it updates existing records based on their current state.
This prevents duplicate inspections, duplicate notifications, and other unintended workflow actions.
Status-Based Workflow Triggers
Workflow actions occur when a system status event triggers the rules configured in ITM Setup.
| Event | Description | Possible Outcome |
|---|---|---|
| Initial System Status | The status reported when the ITM submission is first received. | May schedule a compliance check or send notifications. |
| Status Update | A change in system status after submission (for example, Critical → Resolved). | May trigger notifications or schedule a compliance check if one does not exist. |
| Resolution | A system status is cleared or resolved. | May close compliance workflows. |
These actions occur only when system statuses change.
Administrative Updates
Administrative updates are corrections made by the AHJ to ensure the submission is associated with the correct location or business information.
Examples include:
- Associating the submission with a newly created occupancy
- Correcting an occupancy address
- Updating a business name suggestion
- Reassociating the submission with the correct location
These actions update existing records only and do not rerun the original workflow logic.
Compliance Check Behavior During Updates
When an address or occupancy update occurs, the system evaluates the current state of any associated compliance checks.
| Compliance Check State | Address or Occupancy Updated | System Behavior |
| No Compliance Check Exists | Update occurs | No workflow actions occur |
| Scheduled | Update occurs | Scheduled compliance check updates to the corrected address |
| In Progress | Update occurs | No changes are made |
| Completed | Update occurs | No changes are made |
This ensures inspections already underway or completed remain historically accurate.
Rejection Behavior
If an ITM submission is rejected, the system performs cleanup actions to ensure invalid submissions do not continue to drive workflow activity.
| Submission Status | System Behavior |
| Rejected | All scheduled compliance checks created from the submission are removed |
| In Progress Compliance Checks | Remain unchanged |
| Completed Compliance Checks | Remain unchanged |
This preserves inspections already performed while removing scheduled actions that originated from the rejected submission.
Key Principle
ITM workflows are triggered by system status changes.
Administrative updates—such as address corrections, occupancy associations, or business name updates—update existing records without restarting the workflow.
This design keeps workflows predictable and prevents duplicate inspections.